Garrison Point Capital, LLC

RIASEC Registered

Total AUM

$316M

Discretionary

$316M

100% of AUM

Avg account

$10.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: San Francisco, California
CRD number: 165590
Registered since: October 1, 2012
Website: www.garpc.com
Custodians: RBC CAPITAL MARKETS, LLC, MERRILL LYNCH & CO., INC/ BOFA, CHARLES SCHWAB & CO., INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies77.7%
HNWI14.79%
Charitable Organizations4.88%
Corporations / Businesses2.63%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Garrison Point Capital, LLC is an institutional registered investment adviser that has been registered with the SEC since 2012. The firm serves both individual and family clients as well as institutional investors, providing portfolio management across individuals/small businesses, investment companies, and businesses or institutions. Its fee model combines a percentage-of-AUM charge with performance-based fees, indicating a mix of traditional advisory mandates and incentive-oriented arrangements. The firm is organized as a limited liability company and is classified as an institutional RIA. It does not identify as a multi-state adviser or pension consultant in the provided data, and it does not characterize itself as an active ESG investor.